KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
+$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.1M
3
+$45.4M
4
BKNG icon
Booking.com
BKNG
+$41M
5
MSFT icon
Microsoft
MSFT
+$40.6M

Top Sells

1
+$47.4M
2
+$45.9M
3
+$40.3M
4
WMT icon
Walmart
WMT
+$39.8M
5
DHR icon
Danaher
DHR
+$31.4M

Sector Composition

1 Technology 14.18%
2 Consumer Discretionary 4.76%
3 Financials 4.62%
4 Industrials 3.88%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKLN icon
276
Invesco Senior Loan ETF
BKLN
$6.37B
$4.81M 0.07%
229,798
+65,207
WINA icon
277
Winmark
WINA
$1.53B
$4.75M 0.07%
+9,550
JPIE icon
278
JPMorgan Income ETF
JPIE
$6.33B
$4.67M 0.07%
100,621
-201,932
IWY icon
279
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$4.66M 0.07%
17,036
-3,938
TSM icon
280
TSMC
TSM
$1.53T
$4.63M 0.07%
16,585
+1,532
GEV icon
281
GE Vernova
GEV
$163B
$4.63M 0.07%
7,530
-193
IVLU icon
282
iShares MSCI Intl Value Factor ETF
IVLU
$2.92B
$4.63M 0.07%
+130,362
PFE icon
283
Pfizer
PFE
$145B
$4.62M 0.07%
181,491
+14,840
DIS icon
284
Walt Disney
DIS
$189B
$4.6M 0.07%
40,217
-771
KLAC icon
285
KLA
KLAC
$159B
$4.6M 0.07%
4,263
+106
BA icon
286
Boeing
BA
$154B
$4.58M 0.07%
21,218
+753
JPST icon
287
JPMorgan Ultra-Short Income ETF
JPST
$35B
$4.58M 0.07%
90,221
-42,240
FBTC icon
288
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$4.54M 0.07%
45,498
+13,106
PANW icon
289
Palo Alto Networks
PANW
$135B
$4.53M 0.07%
22,234
+669
NVT icon
290
nVent Electric
NVT
$16.9B
$4.48M 0.07%
45,468
+37,886
SPMO icon
291
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
$4.45M 0.07%
36,777
+13,911
MPC icon
292
Marathon Petroleum
MPC
$56.9B
$4.44M 0.07%
23,027
-542
JQUA icon
293
JPMorgan US Quality Factor ETF
JQUA
$7.44B
$4.39M 0.07%
69,792
-15,036
GS icon
294
Goldman Sachs
GS
$251B
$4.38M 0.07%
5,500
+489
ONEY icon
295
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$853M
$4.37M 0.07%
38,643
+1,739
IWP icon
296
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$4.36M 0.07%
30,646
+15,070
VV icon
297
Vanguard Large-Cap ETF
VV
$47.4B
$4.36M 0.07%
14,161
+3,538
HOOD icon
298
Robinhood
HOOD
$120B
$4.36M 0.07%
30,422
+856
AMD icon
299
Advanced Micro Devices
AMD
$354B
$4.36M 0.07%
26,919
+3,606
HIG icon
300
Hartford Financial Services
HIG
$37.1B
$4.32M 0.07%
32,399
+479
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